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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2016-09-30 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
200 Public Square Suite 2600, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Pepper Pike | OH | 12/2009 | 09/2016 |
| Morgan Stanley | Pepper Pike | OH | 09/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | Present |
1. Rental Property; Cleveland OH; Sole Proprietor / Owner / Partner; Rental; Purchasing a residential rental property; 03/2017; 0,5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-12 |
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